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Investment Strategy Kit

 

DescriptionSoftcopy only
Investment Strategy Kit$440

This Kit provides a single licence for multi-use by the same SMSF for a 12 month period (eg, to document a number of investment strategies for the same SMSF).

Overview

  • contains guidance and template documentation with a practical, comprehensive explanation of how to draft investment strategies for SMSFs
  • this kit should be used when the investment strategy of an SMSF is being formulated or reviewed

What’s included

  • background information regarding how to draft a proper investment strategy and what the strategy should contain
  • template investment strategies, including:
    • balanced investment strategy
    • real estate only strategy
  • gearing strategy

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